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WTM · BAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

WTMBAC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • WTM
  • BAC
0204060202120222023202420252026
Holders and value by quarter
QuarterWTMBAC
Q3 20202 holders, $194m33 holders, $48.3bn
Q4 20203 holders, $263m36 holders, $60.7bn
Q1 20213 holders, $325m33 holders, $77.6bn
Q2 20215 holders, $386m30 holders, $83.1bn
Q3 20215 holders, $368m28 holders, $81.4bn
Q4 20214 holders, $374m30 holders, $82.8bn
Q1 20225 holders, $528m39 holders, $74.0bn
Q2 20224 holders, $527m40 holders, $54.7bn
Q3 20223 holders, $266m36 holders, $53.0bn
Q4 20223 holders, $198m33 holders, $59.0bn
Q1 20231 holders, $74m32 holders, $50.5bn
Q2 20231 holders, $59m37 holders, $49.0bn
Q3 20231 holders, $49m36 holders, $46.0bn
Q4 20231 holders, $49m34 holders, $56.6bn
Q1 20241 holders, $44m35 holders, $64.4bn
Q2 20242 holders, $166m35 holders, $68.9bn
Q3 20242 holders, $56m43 holders, $60.8bn
Q4 20242 holders, $126m43 holders, $63.8bn
Q1 20252 holders, $145m40 holders, $59.8bn
Q2 20252 holders, $188m44 holders, $67.4bn
Q3 20252 holders, $245m44 holders, $72.1bn
Q4 20253 holders, $337m41 holders, $68.5bn
Q1 20262 holders, $315m39 holders, $59.5bn
Q2 20262 holders, $282m37 holders, $64.8bn
WTM

White MTNS Ins Group LTD

Holders
2
Reported value
$56m
Buyers
2
Sellers
0

Breadth +2 among 94 comparable managers.

InsuranceFinancial services · L3VLUP
BAC

Bank of Amer Corp

Holders
43
Reported value
$60.8bn
Buyers
24
Sellers
20

Breadth +4 among 94 comparable managers.

BanksCommercial banks and thriftsFinancial services · L3VLUP

Who holds both, Q3 2024

Among the 44 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only WTM (1)

Southeastern Asset Management Inc

Only BAC (42)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, and 17 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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